Add an agency

An agency is an organization that sells insurance products from one or more insurance carriers. An agency can determine which insurance carriers it will represent and which products it will sell. You can add an agency in the Contacts and Policies modules. To add an agency in the Policies module, see Adding or updating contacts on a policy.

To add an agency, open the desired contact and:

  1. In the Role section, select Add a Role to open the Role dialog box.
  2. In the Role dropdown list, select Agency.
  3. Select Done to close the dialog box and return to the Role section.
  4. Select Save beneath the Role dropdown list. A Save Completed pop-up window will open.
  5. In the Username box, type the username the agency will use to log in.
  6. In the Email Confirmation To box, type the agency’s email address.
  7. In the Password box, type the password that will be used with the username to log in.
  8. In the Retype Password box, retype the password to confirm it is entered correctly. If the passwords don’t match, a Warning pop-up window will open. Select OK or X to close the pop-up window.
  9. In the Permission Level dropdown list, select the agency’s permission level from the list. See Role Permissions for more information.
  10. In the Default State dropdown list, select the state where the agency is based. This is a required field.
  11. In the Timezone dropdown list, select the time zone where the agency is based. This is a required field.
  12. In the Zendesk Email box, type the email address the agency will associate with the Zendesk account. See Zendesk for more information.
  13. Check the Send Commission Statement Electronically checkbox if the agency will receive commission statements electronically.
  14. In the Email Address to Use dropdown list, select the agency email address where commission statements will be sent.
  15. In the Direct Claim Activity To dropdown list, select the agency email address where claim activity will be sent. When you select an email from the dropdown list, the Also CC box will appear.
  16. In the Also CC box, type any additional email address(es) that will receive claim activity emails. If you enter more than one email address, use commas to separate the email addresses.
  17. In the series of checkboxes, select any of the following that apply:
    • Accept Policy Documents Electronically

      Note: To check the Accept Policy Documents Electronically checkbox, you must first select an email address from the Email Address to Use dropdown list.

    • Send Daily “Print List” Email

      Note: Select both the Accept Policy Documents Electronically checkbox and the Send Daily “Print List” Email checkbox for the agency to receive the Print List summary.

    • Notify by Email All Overdue Invoices
    • Do not print invoices when this agency is the bill whom

      Note: BriteCore will automatically select this checkbox if the Agency is on Agency Billing checkbox is selected.

    • Agency is on Agency Billing

      Note: If you select this checkbox, a Confirm pop-up window will open. See Set up Agency Billing.

    • Direct Application Activity To Specified Email Addresses

      Note: If you select the Direct Application Activity to Specified Email Addresses checkbox, the Email Addresses to Usebox appears. Type any additional email address(es) to which application activity should be directed. If you enter more than one email address, use commas to separate the email addresses.

  18. In the Email Address to Use dropdown list, select the email address that will be used for the identified notifications if an email address hasn’t already been selected. When you select an email address, the Also CC box appears.
  19. In the Also CC box, type any additional email addresses to which notifications should be sent. If you enter more than one email address, use commas to separate them.
  20. Check the Belongs to an Agency Group checkbox if the agency belongs to an agency group.
  21. In the Agency Group box, type the agency group if the agency belongs to an agency group.
  22. In the Agency Number box, type the agency number.
  23. In the Account Number box, type the agency account number.
  24. In the Commission Structure dropdown list, select the appropriate commission structure for the agency.
  25. Check the Has a Sweep Account checkbox if the agency has a sweep account. Continue to step 26 if the agency has a sweep account. If the agency doesn’t have a sweep account, move to step 27.
  26. From the Sweep Account dropdown list, select the account. If –No Sweep Account Selected!– is the only option, you must first add a sweep account. See Payments to add account information.
  27. Check the Issue Commission Payments Electronically checkbox if the agency will issue commission payments electronically. Continue to step 28 if the agency will issue commission payments electronically. If the agency won’t issue payments electronically, move to step 29.
  28. From the Financial Account dropdown list, select the account from which commission payments will be issued. If the only option is –No Commission Payment Method Selected!–, you must first add an account. See Payments to add account information.
  29. When all information has been entered, select Save. A Save Completed pop-up window will open. If you select Cancel, the information you entered won’t be saved.

Usage considerations

In the Policies table, you can view all policies in which the contact is listed as the agency. When you select a policy from the table, BriteCore will direct you to the Revisions tab of the policy you select.

In the Claims table, you can view the claims in which the contact is listed as the agent. When you select a claim from the table, BriteCore will direct you to the Information tab of the claim you selected.